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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,386 | $48,277-80.6% | $67,511-86.1% | $80,874-88.4% |
| Participation rate | 64.7% | 66.4%-1.7pp | 72.9%-8.2pp | 67.6%-2.9pp |
| Annual return | 25.48% | 18.27%+7.2pp | 3517.41%-3491.9pp | 35.62%-10.1pp |
| Employer contribution / active EE | $794 | $2,021-60.7% | $2,733-71.0% | $2,756-71.2% |
| Participant deferral / active EE | $760 | $2,926-74.0% | $4,000-81.0% | $4,297-82.3% |
| Admin fee / account holder | $390 | $3,687-89.4% | $3,999-90.3% | $6,935-94.4% |